WFA of San Diego’s iShares Russell 2000 ETF IWM Stock Holding History

WFA of San Diego’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.4K	Hold	50	–	–	0.01%	288
2025 Q4	$12.3K	Hold	50	–	–	0.01%	303
2025 Q3	$12.1K	Hold	50	–	–	0.01%	313
2025 Q2	$10.8K	Buy	+50	New	+$10.1K	0.01%	315
2024 Q3	$11K	Hold	50	–	–	0.01%	275
2024 Q2	$10.1K	Buy	+50	New	+$10.1K	0.01%	281
2023 Q3	$8.84K	Hold	50	–	–	0.01%	288
2023 Q2	$9.36K	Buy	+50	New	+$8.91K	0.01%	282
2023 Q1	–	Sell	-50	Closed	-$8.72K	–	237
2022 Q4	$8.72K	Buy	+50	New	+$8.89K	0.01%	369
2022 Q3	–	Sell	-50	Closed	-$8K	–	234
2022 Q2	$8K	Buy	+50	New	+$9.22K	0.01%	291
2020 Q3	–	Sell	-2,641	Closed	-$443K	–	161
2020 Q2	$443K	Buy	+2,641	New	+$347K	0.1%	168

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WFA of San Diego's IWM Position: Q1 2026 in Review

WFA of San Diego held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 50 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #288.

WFA of San Diego first reported a position in IWM in Q2 2020 and has held it in 11 quarters since. The position peaked at $443K in Q2 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

WFA of San Diego held 50 shares of iShares Russell 2000 ETF worth $12.4K as of Q1 2026.
WFA of San Diego left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #288 holding.
WFA of San Diego first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 11 quarters since.
WFA of San Diego's iShares Russell 2000 ETF position peaked at $443K in Q2 2020.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.